Transaction Advisory Services

Managing capital and transactions in a changing world

EY - Shareholder activism: Five big questions answered

Shareholder activism: Five big questions answered

Managing expectations of shareholders is an important part of the public company board skill set. But what happens when the board encounters activist shareholders?

EY - How digitization is transforming M&A

How digitization is transforming M&A

From big data to social media via the Internet of Things (IoT), digitization is changing business in general and M&A specifically. Learn more.


Need to make better and more-informed decisions about how to strategically manage capital and transactions in a changing world? Let us help.

The Capital Agenda puts your capital needs at the heart of our strategy and focuses on the issues that matter most to you:

EY - The Capital Agenda - Raising EY - The Capital Agenda - Investing
EY - The Capital Agenda - Preserving EY - The Capital Agenda - Optimizing

Raising capital

A company’s ability to raise capital quickly and effectively is integral to its growth potential and financial well-being. This is true in good times and in bad.

Whatever the motivation for raising capital, companies can access new funds more effectively if they have planned ahead. They should know how and where they could access capital, if they need it.

The focus should be:

  • Fundraising (equity and debt): IPO readiness, right issues, PE, private placement and capital markets
  • Optimizing funding structures
  • Asset divestment
  • Infrastructure projects
  • Cost- and tax-efficient structures

See how we can help.

×

Investing capital

Investors in your organization want to know why: why this transaction, why at this price and why now?

Complicating matters, differing stakeholders increasingly bring differing expectations of investments and returns.

The focus should be:

  • Acquisition and alliances
  • Delivery of synergies and effective integration
  • Planning and structuring transactions to optimize stakeholder return
  • Focused due diligence to mitigate risk and drive value
  • Asset valuations
  • Cost- and tax-efficient structures

See how we can help.

×

Preserving capital

Every business needs to continuously assess the potential impact of evolving market conditions on the performance of its operations and its capital base. Even in a recovering market, companies believing themselves in a stable position can find their situation can change.

The preservation of capital requires that companies continuously scour their strategies, markets and balance sheets to reassess strengths and weaknesses.

The focus should be:

  • Stress and distress — e.g., liquidity issues and turnaround plan
  • Customer and supplier analysis
  • Preserving tax assets and minimizing costs
  • Refinancing and restructuring debt, equity and other obligations
  • Dealing with stakeholder relationships and pressure
  • Dispute resolution

See how we can help.

×

Optimizing capital

Today’s economic climate is forcing businesses to candidly assess their financial fitness.

More than a mere review of operations, companies today must conduct objective assessments of the alignment of their business strategies.

The focus should be:

  • Optimizing asset portfolio
  • Delivery of synergies and effective integration
  • Improving working capital and releasing cash
  • Optimizing capital structure
  • Optimizing tax and corporate structure

See how we can help.

×

  • Preserving capital

    Every business needs to continuously assess the potential impact of evolving market conditions on the performance of its operations and its capital base. Even in a recovering market, companies believing themselves in a stable position can find their situation can change.

    The preservation of capital requires that companies continuously scour their strategies, markets and balance sheets to reassess strengths and weaknesses.

    The focus should be:

    • Stress and distress — e.g., liquidity issues and turnaround plan
    • Customer and supplier analysis
    • Preserving tax assets and minimizing costs
    • Refinancing and restructuring debt, equity and other obligations
    • Dealing with stakeholder relationships and pressure
    • Dispute resolution

    See how we can help.

  • Optimizing capital

    EY - The Capital Agenda

    Today’s economic climate is forcing businesses to candidly assess their financial fitness.

    More than a mere review of operations, companies today must conduct objective assessments of the alignment of their business strategies.

    The focus should be:

    • Optimizing asset portfolio
    • Delivery of synergies and effective integration
    • Improving working capital and releasing cash
    • Optimizing capital structure
    • Optimizing tax and corporate structure

    See how we can help.

  • Investing capital

    EY - The Capital Agenda

    Investors in your organization want to know why: why this transaction, why at this price and why now?

    Complicating matters, differing stakeholders increasingly bring differing expectations of investments and returns.

    The focus should be:

    • Acquisition and alliances
    • Delivery of synergies and effective integration
    • Planning and structuring transactions to optimize stakeholder return
    • Focused due diligence to mitigate risk and drive value
    • Asset valuations
    • Cost- and tax-efficient structures

    See how we can help.

  • Raising capital

    EY - The Capital Agenda

    A company’s ability to raise capital quickly and effectively is integral to its growth potential and financial well-being. This is true in good times and in bad.

    Whatever the motivation for raising capital, companies can access new funds more effectively if they have planned ahead. They should know how and where they could access capital, if they need it.

    The focus should be:

    • Fundraising (equity and debt): IPO readiness, right issues, PE, private placement and capital markets
    • Optimizing funding structures
    • Asset divestment
    • Infrastructure projects
    • Cost- and tax-efficient structures

    See how we can help.


Related content

EY - Legal Entity Management matters III

Legal Entity Management matters III

The summary paper for our third LEM webcast helps clients build a successful business case. Our panel discuss communicating the benefits of a rationalisation to a range of stakeholders, and how to address questions about cost, risk, regulation and operations.

EY - UK Retail 2015 evolving behaviours and changing fortunes

UK Retail 2015: evolving behaviours and changing fortunes

The summary paper for our annual retail webcast discusses the key trends of the Christmas trading results, the retail outlook for 2015, and identifies what retailers need to do in the year ahead to match rapidly changing consumer behaviour.

EY - Legal sector insight paper 2: Building a stable platform for turbulent times

Legal sector insight paper 2: Building a stable platform for turbulent times

The second paper in our legal insight series considers firms that are experiencing stress in the current market and includes practical steps that they can take to improve their financial standing.

EY - Legal sector insight paper: Strategies for survival, strategies for growth

Legal sector insight paper: Strategies for survival, strategies for growth

The first in a series, this issue looks at why we’re reaching a tipping point across the industry and what pressing business, operational and financial challenges stakeholders must address.

EY - Loan portfolio transaction markets: Germany and Austria

Loan portfolio transaction markets: Germany and Austria

Our Loan transaction update explains the rationale for our conclusions, summarizes the activities and provides an outlook on our expectations for Germany and Austria.


Contact us

Find your nearest Transaction Advisory Services contact:

Connect with us

Stay connected with us through social media, email alerts or webcasts. Or download our EY Insights app for mobile devices.

EY - Budget 2015

Budget 2015

Read our news, analysis and insight into measures announced in Budget 2015.


EY - Economics

Read the latest posts from our Capital Agenda blog.

EY - Running track with yellow forward arrows

Strategy

Find out how our Strategy team advise corporate and private equity clients on how to solve their most important and challenging business issues.